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Cornerstone Financial Partners’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Cornerstone Financial Partners’s Portfolio XPH Stock Details XPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,405
Closed -$508K – 178
2016
Q3 		$508K Buy
+11,405
New +$518K 0.18% 87

Other funds holding XPH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Cornerstone Financial Partners's XPH Position: Q4 2016 in Review

Cornerstone Financial Partners sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2016, closing a stake of 11,405 shares — an estimated $508K sold.

Cornerstone Financial Partners first reported a position in XPH in Q3 2016 and held it in 1 quarter. The position peaked at $508K in Q3 2016. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2016.

  • Cornerstone Financial Partners reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 11,405 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2016, an estimated $508K.
  • Cornerstone Financial Partners first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2016 and held it in 1 quarter.
  • Cornerstone Financial Partners's State Street SPDR S&P Pharmaceuticals ETF position peaked at $508K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2016.

Based on Cornerstone Financial Partners's 13F filing for Q4 2016, filed 10 Feb 2017.